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Technology Stocks
ANTEC Corp. (ANTC)
An SI Board Since September 1996
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847 17 0 ANTC
Emcee:  Avi G. Type:  Unmoderated
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747Below are some links to well thought out responses from the Yahoo board in regarPaperChase-11/4/2000
746I have concerns about Antec's purchase of the Arris interest from NT. I belPaperChase-11/2/2000
745May I agree with your final point. At 2x rev of $500MM is worth approx $14/shar4finger-11/1/2000
744Thank you for your message and your wonderful analysis. I am of course more worArthur Tang-11/1/2000
743ANTEC Provides Further Perspective on Arris Transaction DULUTH, Ga., Nov 1, 20Kenneth E. Phillipps-11/1/2000
742(From the 10Q of June 00) " NOTE 9. LANCITY TRANSACTION During tMay Tran-11/1/2000
741Hi Arthur, When you read the 10Q, did you notice Note 9 which they were talking May Tran-10/31/2000
740Arris Interactive Ships Its 1,000,000th Voice Port SUWANEKenneth E. Phillipps-10/27/2000
739I think a shakeup at the top will happen. Forget about "fresh", many nghi vu-10/26/2000
738Maybe the NT board members will insist on a fresh Eganless start.Bernard Levy-10/25/2000
737I would love to see him get the boot but I am not optimistic that ANTC board wilnghi vu-10/25/2000
736<i>"Egan retirement will be the first announcement...."</i>MikeM54321-10/25/2000
735Still, $1.3 billion won't be so bad....must get the margin up to get notice nghi vu-10/25/2000
734thanks for your recent inputs. As a long time shareholder(bought and sold and bnghi vu-10/25/2000
733Jim- Whoops. You're correct. Too bad because $1.5 billion sounded nice. -MikMikeM54321-10/25/2000
732You are right I have probably overestimated Arris run rate, but even at $500MM f4finger-10/25/2000
731<<So let's say ANTC will do $1 billion this year and add it to what ArJimieA-10/25/2000
7304finger and Thread- From what was said in the earnings CC, I would say that the MikeM54321-10/25/2000
729Check my math but here is my take on what has transpired. Market Cap + 4finger-10/24/2000
728Gayle- As short as I can say it-- The deal is taking Arris Interactive public byMikeM54321-10/24/2000
727MikeM Seems to be a lot of confusion on this ANTC/ARRIS/NT deal? What is your Gayle Riggs-10/24/2000
726Arthur- I re-listened to the entire call again and it's pretty clear the marMikeM54321-10/19/2000
725I am basing on the 10q reports that I read and analyzed on the fly. Revenue wereArthur Tang-10/19/2000
724Jim (and Scanner)- I agree with everything you state except for one point. UnforMikeM54321-10/19/2000
723My take on this deal is: Antec buys the 81.25% of Arris that NT owns. Pays NT $JimieA-10/19/2000
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